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Mackenzie Investments, Invesco and BlackRock are each launching funds for DIY investors.

Advisor.ca live-tweeted the CSA Statutory Best Interest roundtable this morning.

  • By: Staff
  • June 25, 2013 August 21, 2018
  • 10:54

It's the topic that just won't go away. No one expects you to work for free, but the issue of how you get paid remains a hot topic.

  • By: Staff
  • May 22, 2013 August 21, 2018
  • 06:00

Some advisors are worried the surge of ETFs means the death of trailers. That’s wrong-headed. Instead, accept these six realities to create a mutually beneficial relationship with clients

As jurisdictions around the world consider banning embedded compensation, many Canadian financial planners point out that this long-standing arrangement benefits many clients.

  • By: Staff
  • October 20, 2011 August 21, 2018
  • 11:51

Establishing the compensation model for services rendered amounts to one of the most difficult decisions for members of any profession and normally flows from client preferences, the professional’s needs and his or her perceptions of the market. The professional needs adequate compensation while the client may or may not grasp the value of services rendered. […]

  • By: Al Emid
  • January 25, 2011 August 21, 2018
  • 10:00